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  2. AMERICAN HEATING, INC.
Sponsor portfolio

AMERICAN HEATING, INC.

EIN 93-0674300-construction-Latest filing 2025
Plans
3
Retirement
2
$26.5M assets
Welfare
1
$1.9M premiums
Participants
639
5035 SE 24TH AVENUE - PORTLAND, OR 97202503-239-4600americanheating.netLinkedIn201-500 employeesconstruction
Plans on this EIN
3 filings
#001401k-$22.1M - 250 part#002ProfitSharing-$4.4M - 174 part#503Fully Insured-$1.9M - 200 lives

Retirement portfolio analytics

2 plans aggregated / $26.5M assets / 424 participants

Assets by plan

Share of aggregate retirement assets

83%top
  • HEATING, INC. 401(K) (#001)83%
  • CONTRACTORS RETIREMENT PLAN (#002)17%
Total $26.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • HEATING, INC. 401(K) (#001)250
  • CONTRACTORS RETIREMENT PLAN (#002)174
Total 424Click row to drill in

Benefits portfolio analytics

1 plan / $1.9M premiums / 200 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$416K
  • Life$30K
  • Other$30K
Total $446K3 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
93%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY93%
  • PRINCIPAL LIFE INSURANCE COMPANY7%
Total $446K2 slices

Broker market share

Schedule A broker compensation

Split broker
75%top
  • LAPORTE INSURANCE LLC75%
  • ASSUREDPARTNERS25%
Total $6K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

AMERICAN HEATING, INC. 401(K) PLAN

401k

Assets$22.1M
Participants250
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

THE CONTRACTORS RETIREMENT PLAN

ProfitSharing

Assets$4.4M
Participants174
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

AMERICAN HEATING, INC. EMPLOYEE BENEFITS PLAN

Fully Insured - PROVIDENCE HEALTH PLAN

Premiums$1.9M
Covered lives200
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001AMERICAN HEATING, INC. 401(K) PLAN401k$22.1M2502025
002THE CONTRACTORS RETIREMENT PLANProfitSharing$4.4M1742025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
503AMERICAN HEATING, INC. EMPLOYEE BENEFITS PLANFully InsuredPROVIDENCE HEALTH PLAN$1.9M2002025
Retirement plans
Welfare plans
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